How to Add New Users

Managing your staff members' access is an important part of managing your software. With this walk through you'll learn how to manage active and inactive users. 

How to Add New Users 

How to Add New Users

• Navigate to Settings on the left side of the screen 
• Click Users 

• Click the blue Invite New User button

• Enter their email address, role, and facility* 
• If you're setting a Mentor, you do not need to choose a facility
• Click Send Invitations

• They'll then be sent a link via email that will let them set up their password. 
• In the event that you ever need to edit the user's access and permissions, simply click on their name from the Users main page. 

If you have questions or would let to set up a training session, please reach out to us at customers@onestepsoftware.com